What are the responsibilities and job description for the Account Manager, Commercial Lines position at The Buckner Company?
Position Title: Account Manager
Reports To: Department Team Leader
Location: Salt Lake Office
Compensation: $58k to $70k DOE, full-time with benefits
Who We Are What We Do
Founded in 1936, The Buckner Company is a family-owned, full-service independent insurance brokerage headquartered in Salt Lake City. What started as a team of three people has grown into one of the largest and fastest growing agencies in the western region with over 200 employees in seven offices. Although much has changed, one thing remains constant: Buckner’s dedication to providing phenomenal service to its clients. In helping customers navigate a competitive and confusing industry, Buckner’s knowledgeable and experienced professionals live by these core values:
Account Managers play an essential role in Buckner’s mission to provide the best customer service to its clients. Working hand-in-hand with our agency’s Client Advisors and providing service specifically tailored to your clients, you will manage a book of new and renewal business.
Essential Duties and Responsibilities:
Education and Experience:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate verbally and to listen for instructions and information. The employee is also required to sit for long periods of time often in front of a computer monitor and operate a computer keyboard. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required include close vision, distance vision, color vision, depth perception, and ability to adjust focus.
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Reports To: Department Team Leader
Location: Salt Lake Office
Compensation: $58k to $70k DOE, full-time with benefits
Who We Are What We Do
Founded in 1936, The Buckner Company is a family-owned, full-service independent insurance brokerage headquartered in Salt Lake City. What started as a team of three people has grown into one of the largest and fastest growing agencies in the western region with over 200 employees in seven offices. Although much has changed, one thing remains constant: Buckner’s dedication to providing phenomenal service to its clients. In helping customers navigate a competitive and confusing industry, Buckner’s knowledgeable and experienced professionals live by these core values:
- Placing the people at the heart of every decision
- Discovering better solutions and making things happen
- Acting with openness and clarity
- Collaborating and trusting each other
- A company focus on work/life balance: A beautiful, aesthetically pleasing office space for while you are here -- PTO, paid holidays, and flex days for when you are not
- As stable as they come: The insurance industry is essential to our society and in constant demand. There is work to be done and plenty of it
- Company-paid CE: Insurance-related CE courses, designations, certifications, and licensing are paid for by Buckner
- Top Notch 401K and Benefits: An industry-leading 401K policy combined with outstanding healthcare, dental, and vision benefits
- Great culture, great people: With an office culture centering on collaboration and comradery, coming into work has the benefit of being surrounded by wonderful friends and colleagues who not only work hard -- but have a lot of fun while getting the job done
Account Managers play an essential role in Buckner’s mission to provide the best customer service to its clients. Working hand-in-hand with our agency’s Client Advisors and providing service specifically tailored to your clients, you will manage a book of new and renewal business.
Essential Duties and Responsibilities:
- Market, analyze and service a commercial book of business
- Handle the renewal process by producing submissions for marketing on renewal accounts to carriers, preparing proposals for renewal policies, binding renewal policies and attending renewal meetings
- Provide phenomenal service to your clients
- Review and check policies to assure that coverages and limits are as ordered, that they match the agency management system, and the correct policy forms are used
- Service clients by providing binders, invoices, endorsements, and certificates as needed
- Analyze and compare quotes and review forms and exclusions for proposals
- Maintain an accurate account file in the agency management system
- Exhibit excellent communication skills and provide timely correspondence to clients
- Assist in the direction of the Assistant Account Manager (if applicable)
- Assist clients during the carrier audit process
- Process endorsements and renewals by communicating with the insured, carriers, and client advisors
- Maintain current knowledge of market conditions, pricing strategies, appetites, and markets
- Actively pursue and further industry knowledge through CE courses, designations, certifications, etc
- Continually learn, grow, and expound upon your role to best serve the needs of your clients, coworkers, and The Buckner Company
Education and Experience:
- At least 2 years of P&C account management experience
- Active Utah Producers P&C license
- 4 year college degree preferred
- Experience using Applied EPIC highly preferred
- Great attitude
- Strong work ethic
- Detail oriented, self-motivated and goal driven
- Problem solving mindset
- Knowledge of major P&C coverage types
- The ability to navigate the content and structure of the insurance contract
- Ability to communicate well
- Ability to understand and analyze commercial lines coverage forms, rating and policies
- Ability to establish and develop strong relationships with clients, underwriters, business partners and coworkers
- Naturally inquisitive disposition
- Excellent organizational and time management skills
- Intermediate to advanced skill in a variety of computer software applications used by the agency, including MS Word, Excel, Outlook and PowerPoint; as well as the Internet and Carrier Web Sites
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate verbally and to listen for instructions and information. The employee is also required to sit for long periods of time often in front of a computer monitor and operate a computer keyboard. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required include close vision, distance vision, color vision, depth perception, and ability to adjust focus.
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Salary : $58,000 - $70,000
